Matthew Obrien, financial advisor Media PA

Matthew Obrien

CRD Number: 6556205
Current Firm: Obrien Greene & Co Inc.

Matthew Obrien (CRD# 6556205) is an Investment Advisor Representative working at Obrien Greene & Co Inc. in Media, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
O'brien Greene & Company Inc. Media, PA Jul 2020 - Current 3
O'brien Greene & Co Inc. Media, PA Sep 2012 - Jun 2020 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Matthew B. Obrien
Phone Number: 610-891-7880
Registered State(s):
  • FL
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $1,151,417
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, NJ, PA, TX, VA

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